Advisor at Harwood Investment Strategies, L.L.C.
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Firm
Harwood Investment Strategies, L.L.C.
Location
Monroe, MI 48162
Credentials
Series 65
Industry experience
8 years
Anthony Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. with eight years of industry experience. He has been with Harwood Investment Strategies since 2017 and holds a Series 65 designation. Prior to his advisory role, he worked at HCR-ManorCare from 2008 to 2017. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, offering discretionary and non-discretionary management as well as support for employer-sponsored retirement plans, with an investment approach that combines fundamental analysis and quantitative measures along a generally long-term, value-oriented bias.
Based on Harwood Investment Strategies, L.L.C.
Based on Harwood Investment Strategies, L.L.C.
$0 - $250,000: 1.30% annually $250,001 - $500,000: 1.10% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001+: 0.60% annually
$200 per hour for general financial planning consultations.
Account minimum: $200,000 Fee-only: Tiered percentage of AUM fees as specified; no commissions charged to clients by the firm.
214 E. Elm Ave, Suite #104
Monroe, MI 48162
Michigan · Ohio
Harwood Investment Strategies, LLC
2017 - Present (9 years)
HCR-ManorCare
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Monroe, MI
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Series 63, Series 66
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River Raisin Investment Partners, Inc.
Series 63, Series 65
Lambertville, MI
Advanced Financial Management, Inc.
Series 65
Monroe, MI
Harwood Investment Strategies, L.L.C.
Series 63, Series 65
Temperance, MI
Structured Wealth Management, Inc.
Series 66
Dundee, MI
Fairway Investment Group, LLC
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